Visit Rewards give patients points each time they come in for a visit. You decide how many points a visit earns, which visits count, and when the points are added. This guide is for practice staff who set up and manage the rewards program.
Before you start
Patients must be enrolled in the rewards program. Only enrolled patients earn visit points. To turn on automatic enrollment or enroll your current patients, see Rewards Dashboard.
You need access to Settings. Visit Rewards are set up in Settings → Payments → Rewards.
Open Visit Rewards
Visit Rewards sit on the same page as your other reward types.
In the left side bar, select .
Click the Reward Types tab.
Scroll down to Visit Rewards, below Consumption Rewards.
Add visit reward rules
A visit reward rule tells Prospyr which visits earn points and how many points to give. You can set a rule for all locations, one location, one category, or one service.
Give points for visits at any location
Under Visit Rewards, click Add.
In Points Per Visit, enter how many points each visit should earn.
On the Location tab, check Select All.
Click Submit.
You’ll see Visit reward created, and the rule will appear as All Locations with the points you entered.
Give points for a specific service, category, or location
Under Visit Rewards, click Add.
In Points Per Visit, enter how many points the visit should earn.
Choose what you want to reward:
Services for one service at any location.
Category for any service in a category.
Location for visits at one location.
Search for and select the service, category, or location.
Click Submit.
To reward several specific services, add a rule for each one.
Exclude visits from earning points
Use a 0-point rule to exclude visits that would otherwise earn visit points.
Under Visit Rewards, click Add.
In Points Per Visit, enter 0.
Choose Services, Category, or Location, then search for and select what you want to exclude.
Click Submit.
How Prospyr decides how many visit points to award
A 0-point rule comes first. If you set Consultation to 0 points, a visit that includes a consultation earns 0 visit points, even if it also includes a Hydrafacial.
Otherwise, the highest matching rule wins. If All Locations gives 50 points and Hydrafacial gives 100 points, a Hydrafacial visit earns 100 visit points total.
Each visit earns points once. An appointment with multiple invoices counts as one visit. An invoice without an appointment counts as its own visit.
Choose when patients earn visit points and how they combine with other rewards
Scroll below the Visit Rewards list. These settings apply to all your visit reward rules.
When are the points earned?
When the appointment finishes is the default. Prospyr awards points when the appointment is checked out or marked complete, whichever happens first. It uses the appointment’s location and services to find matching rules.
When the invoice is paid in full awards points once the invoice is fully paid. Prospyr uses the invoice’s location and services to find matching rules. Visits with no charge earn zero visit points.
When points are based on invoice payment, only service lines can match Services or Category rules. A paid invoice with only products can still earn visit points through a location rule such as All Locations.
How do these points combine with your other rewards?
Add to them is the default. The patient earns visit points plus any other rewards they qualify for.
Compete with them compares the visit points with the highest First Visit Completed, Referral, or Consumption reward the patient qualifies for. The patient earns the visit points if they’re worth the same number of points or more. Each of the other rewards follows its own settings.
When you choose Compete with them, Prospyr automatically selects When the invoice is paid in full. To switch back to When the appointment finishes, select Add to them first.
Save your settings
After you change either setting, click Save below the settings. You’ll see Visit reward settings saved.
Edit or remove a rule
Edit a rule
In the Visit Rewards list, find the rule and click the pencil icon under Actions.
In Edit Visit Reward, change Points Per Visit or select a different location, category, or service.
Click Update.
You’ll see Visit reward updated.
Remove a rule
In the Visit Rewards list, find the rule and click the trash icon under Actions.
In Delete Visit Reward, click Delete.
You’ll see Visit reward deleted, and the rule will disappear from the list. To use that rule again, add it as a new rule.
Check whether a patient earned visit points
Open the patient’s profile.
Click the Rewards gift icon on the right side of the profile.
In Patient Rewards, look under Activity for an entry labeled Visit points. The entry shows the date and how many points the patient earned.
The panel also shows the patient’s current balance and Member since date.
If a patient is missing points, you can add them with Adjust balance. See Rewards Program FAQs.
Common questions
Can patients earn Visit Rewards and Consumption Rewards on the same visit?
Yes. With Add to them, patients can earn a set number of points for the visit and points for each dollar they spend. See Consumption Rewards.
Does Compete with them affect other rewards?
Compete with them controls whether the patient earns visit points. Other rewards follow their own settings. See Action Rewards and Referral Rewards.
Can I reward a specific service at just one location?
Each rule uses one tab. A Services rule covers the selected service at any location. A Location rule covers visits at the selected location.
Troubleshooting
A patient didn’t earn visit points
Open Patient Rewards and look for a Member since date to confirm the patient is enrolled.
Check for a 0-point rule that matches the visit’s location, category, or service.
If you use When the appointment finishes, confirm the appointment was checked out or marked complete.
If you use When the invoice is paid in full, confirm the invoice has a charge and is fully paid.
If you use Compete with them, check whether the patient qualified for another reward worth more than the visit points.
A patient earned fewer points than expected
If several rules apply to the same visit, Prospyr uses the highest matching points value. A matching 0-point rule takes priority.
I can’t select When the appointment finishes
Select Add to them first. Then choose When the appointment finishes and click Save.
A product-only purchase earned visit points
When you use When the invoice is paid in full, a paid invoice with only products can qualify for a location rule. Check whether a rule for that location or All Locations applies.
Save is greyed out
Save becomes available when you change when visit points are earned or how they combine with other rewards. To save a change to an individual rule, use Submit, Update, or Delete in that rule’s window.